See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,602 | $76,552+5.3% | $123,892-34.9% | $62,891+28.2% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 7.38% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $466 | $2,883-83.8% | $4,617-89.9% | $2,281-79.6% |
| Participant deferral / active EE | $8,021 | $4,840+65.7% | $5,984+34.0% | $3,203+150.4% |
| Admin fee / account holder | $296 | $4,826-93.9% | $8,357-96.5% | $4,296-93.1% |